Finance and Investing

This course introduces students to investing and financial markets. The course consists of understanding savings vehicles and the difference between saving and investing, understanding a variety of investment vehicles with an emphasis on the stock market, mutual funds vs ETFs. The course intends to help students demystify the investing process, understand the basic tools of investing, and give practical experience in establishing and monitoring a portfolio. This higher-level course will enable students to prepare investment strategies for their immediate future and their career years, as well as plan for their retirement years. Problem-solving and decision-making skills will be stressed.

To successfully complete this course, students will need access to a laptop or desktop computer with a reliable internet connection and a working webcam and microphone. This course may also require purchase of texts or other course materials.

This Fixed-Paced course incorporates a blend of synchronous and asynchronous elements. Students and teacher meet live via zoom on a regular weekly schedule. In addition, students complete coursework including guided readings, interactive videos, text and video-based discussion threads, problem sets, individual and collaborative projects, and so on. While these activities are time-flexible, teachers sequence them with weekly deadlines to help students keep on track and encourage and support the development of productive time management skills.

During the course orientation period, CLI asks students to complete a survey on their availability for live class meetings. Teachers set individual class meeting times based on student responses.